Jesse Balsimo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. He has been involved with multiple business ventures in the wine industry, including Truvino, Inc. and Truvino Merchants, which also provides consulting services related to solar energy installations for agricultural clients. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles, supported by extensive research and specialist teams.

Christopher Nurvic is a financial advisor with Thrivent Investment Management in Liberty Lake, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Nurvic serves as a board member and treasurer for Cancer Can't, a nonprofit supporting people fighting cancer in the Inland Northwest. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across a broad range of planning topics without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option called WealthPlan while maintaining these services separately.

William Dougherty Sr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He currently works at LPL Financial, joining in 2024, after spending over 14 years with Cambridge Investment Research Advisors, Inc. In addition to his advisory work, he owns and operates Dougherty & Associates, CPAs, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a broad platform including financial planning, model portfolios, third-party asset management, and institutional programs.

Stacy Jew is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2013, following positions at Morgan Stanley and Citigroup Global Markets. She is also a notary through the National Notary Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client planning decisions.

Leah Stussy is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she operates Leah Stussy Photography, providing photography services including shooting, editing, and delivering photographs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Ricci Mancinelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney for a combined 14 years. Outside of his advisory role, he owns RNR Ventures, LLC and is a passive investor in a cattle operation through VC Cattle Company LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and supports its clients through research-driven investment strategies and a range of brokerage and advisory solutions.

Rusty Madsen is a financial advisor at Edward Jones in Post Falls, Idaho, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Wheatland Bank, Numerica Credit Union, and Columbia Bank. Outside of his advisory role, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Patrick Sembar is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Morgan Stanley Private Bank, and Morgan Stanley. Outside of his advisory role, he owns a small insurance agency focused on fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various strategies through an extensive multi-advisor platform.

Taryn Weiks is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Financial Advocates Investment Management. Outside of her advisory role, she provides pet sitting services through Rover.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Thomas Coffin II is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with LPL Financial since 2013, following prior roles at MSI Financial Services, Inc. and First Command Brokerage Services, Inc. Outside of his advisory work, he serves as a health and fitness coach with Team Beachbody. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing a variety of portfolio strategies and operational technologies.

Brian Parasida is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding a Series 66 designation and three years of industry experience. He has previously worked with Avantax Advisory Services, Cambridge Investment Research, and CPA firms including Magnuson, McHugh, Dougherty CPAs, LLC, where he continues to provide tax and accounting services. Outside of advising, Parasida operates a CPA firm for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patrick Day is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Parkland Securities, among other firms. Outside of financial services, he serves as secretary for International House of Travel, assisting with the coordination of wine tours. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Jason Johnson is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is part owner of a non-investment related business, Teemu-BBQ LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools while managing over $819 billion in discretionary assets.

Christopher Dallenbach is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He worked at Merrill from 2014 to 2020 before joining Raymond James & Associates in 2020. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Dennis Tomlinson is a financial advisor at Edward Jones with 21 years of industry experience, all of which have been with the firm since 2005. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he occasionally serves as a licensed pastor performing weddings and fill-in preaching at Life Center North Church in Spokane, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Stacey Casey is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Washington Trust Bank, Numerica Credit Union, Wells Fargo Clearing, and U.S. Bancorp Investments. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Devlin Flamm is a financial advisor with LPL Financial in Coeur D'Alene, ID. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2025, he worked for over a decade at William P Dougherty, CPA PLLC and has operated his own CPA firm since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Mark Kinney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Cetera, Numerica Credit Union, and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, Butler is a design consultant for a residential remodeling company and serves as a strategic advisor at a law firm owned by his wife. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment process with options for discretionary management and third-party strategies, supported by a multi-advisor platform and a complex network of affiliated entities.

Martha Bereiter is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Family Learning Organization since 2008. Outside of her advisory role, she is an independent sales representative for Scout & Cellar and engages in part-time sales of non-investment home products and mortgage-related services. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by discretionary management and custodial services through third parties.